60 insurance fund services specialist jobs found in Chicago

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. The Northern Trust Company seeks an Assoc Specialist, Fund Admin, HFS to review monthly/quarterly fund investor allocations, management fee, incentive fee calculations, waterfall models. Review fund documents in order to interpret and execute allocation requirements. Build allocation models to support bespoke fund and client requirements. Work directly with clients, including CFOs and fund controllers,...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a highly motivated and collaborative lawyer to join our Legal team as Counsel. This role will provide legal coverage for client-facing distribution activities, focusing largely on the U.S. wealth channel and related strategic initiatives. The successful candidate will join a specialist legal team that collaborates closely with our business and Compliance colleagues to advance...

If you're looking for your next dream job, consider this one in BMO's Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs The AML Data Governance & Defect Management Specialist will play a critical role in supporting the AML Data Management team by managing the lifecycle of data defects and issues, coordinating remediation efforts, and ensuring timely and accurate reporting. This position requires strong collaboration with business and technology stakeholders, excellent communication skills, and the ability to operate effectively in both project-based and business-as-usual environments. Banking or financial institution experience is required. While prior AML experience is an asset, candidates must demonstrate the ability and commitment to quickly learn new subject matter...

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Operates as key member of the deal team with efforts to maximize sector penetration and returns. Institutes cross-selling initiatives to increase ranking with client. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Initiates contact with partners for new client sales. Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility....

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches...

320 S Canal Street Chicago Illinois,60606 If you’re looking for your next dream job, consider this one in BMO’s Enterprise Risk Group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs The AML Data Governance & Defect Management Specialist will play a critical role in supporting the AML Data Management team by managing the lifecycle of data defects and issues, coordinating remediation efforts, and ensuring timely and accurate reporting. This position requires strong collaboration with business and technology stakeholders, excellent communication skills, and the ability to operate effectively in both project-based and business-as-usual environments. Banking or financial institution experience is required. While prior AML experience is an asset, candidates must demonstrate the ability and...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for BMO Financial Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Identifies, assesses, remediates and reports of all non-financial risks related to their area of expertise and ensures these risks are managed within the Risk appetite of the Bank. Delivers expert advice, credible challenge, and effective oversight across to identify, assess, control, and manage these risks throughout the company. Provides strategic future forward vision of the required maturity of these risk domains leveraging more predictive analytics. Plays a critical...

320 S Canal Street Chicago Illinois,60606 Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Zurich NA. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Underwriting Specialist/Executive Underwriter - Commercial Surety 130309 Zurich North America is looking for an Underwriting Specialist OR Executive Underwriter- Commercial Surety to join our Commercial Surety team within one of the following locations: Chicago OR Virtual OH, MO or MI. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and...

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Develops comprehensive credit structures to meet the transactional needs of more complex clients. Signs off on new, renewal and extension loans within delegated authority. Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions. Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize...

Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for AECOM. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Capital One. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. AML Sr. Investigator III Title: AML Senior Investigator III/ AML Sr. Supervisor Level: Principal Associate Job Description The Anti-Money Laundering (AML) Senior Supervisor supervises various AML processes, which might include suspicious activity investigations, 314(b) or other AML processes. The associate will work closely with AML Process Managers to perform other critical functions. The associate is also responsible for planning and conducting processes related to...

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Develops comprehensive credit structures to meet the transactional needs of more complex clients. Signs off on new, renewal and extension loans within delegated authority. Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions. Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives....

320 S Canal Street Chicago Illinois,60606 Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Operates as key member of the deal team with efforts to maximize sector penetration and returns. Institutes cross-selling initiatives to increase ranking with client. Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. Initiates contact with partners for new client sales. Directly manages a diverse portfolio of private and middle market companies with progression toward increasing...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for EY. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity As application senior security specialist for the Security Certification Team, candidate will be resposible to conduct application vulnerability assessment and penetration testing of EY applications before they move into production and...

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers covering the Midwest region. The ideal candidate has 9+ years of proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, established relationships with customers, COIs, and key stakeholders in these geographies. Responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition,...

VIRTUAL(R)13 - HomeRes - IL XXXXX Illinois,00000 The Onboarding Documentation Specialist is responsible for executing end-to-end documentation processes that support the accurate, compliant, and timely onboarding of commercial, capital markets, and middle market clients. The role safeguards the integrity of all documentation by ensuring adherence to regulatory, legal, and internal standards while managing the full documentation workflow for deposit accounts, treasury services, and onboarding requests. The Specialist works closely with the Client Onboarding Advisor to gather, validate, and prepare all documentation required for account opening and product implementation, enabling a seamless and secure client onboarding experience. Responsibilities: Performs end-to-end document management activities to ensure completeness, accuracy, and compliance with regulatory and internal requirements for client onboarding, account opening, and treasury services...

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Prepares new business proposals or presentations to clients/prospects. Participates in activities for client meetings and account opening documentation. Provides day to day technical support and management of accounts for team members and customers. May act as lead...

320 S Canal Street Chicago Illinois,60606 Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Develops comprehensive credit structures to meet the transactional needs of more complex clients. Signs off on new, renewal and extension loans within delegated authority. Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions. Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities. Evaluates portfolio performance and recommends capital allocation...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Proven IT. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Production Print Specialist Chicago, IL (http://maps.google.com/maps?q=151+N+Franklin+Chicago+IL+USA+60657) Sales Apply Job Type Full-time Description We are seeking a dynamic and results-driven Production Print Specialist with a focus on acquiring net new business. The ideal candidate will be passionate about sales, possess excellent communication skills, and have a deep understanding of the production print industry. As a key member of our sales team, you will be...

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for WTW inc.. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Description The Client Onboarding Specialist will be responsible for delivering an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ensure that the client has an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools, and technology. Responsibilities will include managing client data and working closely with other WTW...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing The role is responsible for providing efficient operational support while maintaining compliance with internal controls and procedures within the functional area. The role applies comprehensive technical and system knowledge to act as a point of escalation and provide timely resolution to complex issues. The role exercises independent judgement in determining feasible solutions for clients, handling situations that require further analysis and investigation. The role leads the implementation of process improvement...